S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,884
New
Increased
Reduced
Closed

Top Buys

1 +$144M
2 +$53.6M
3 +$23.1M
4
PTON icon
Peloton Interactive
PTON
+$14.6M
5
ABT icon
Abbott
ABT
+$4.07M

Top Sells

1 +$203M
2 +$22.9M
3 +$22.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.86M
5
VB icon
Vanguard Small-Cap ETF
VB
+$5.65M

Sector Composition

1 Technology 6.88%
2 Consumer Discretionary 5.03%
3 Financials 4.21%
4 Healthcare 3.41%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$4K ﹤0.01%
237
+61
2277
$4K ﹤0.01%
52
2278
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204
2279
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86
2280
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119
2281
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60
-15
2282
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67
+19
2283
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92
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2284
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25
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2285
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2286
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+20
2287
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+510
2288
$4K ﹤0.01%
+127
2289
$4K ﹤0.01%
+67
2290
$4K ﹤0.01%
+200
2291
$4K ﹤0.01%
293
2292
$4K ﹤0.01%
175
+6
2293
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100
-12
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232
+122
2295
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265
+58
2296
$4K ﹤0.01%
80
+50
2297
$4K ﹤0.01%
52
2298
$4K ﹤0.01%
96
+28
2299
$4K ﹤0.01%
117
2300
$3K ﹤0.01%
155
+6